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fundamentals

Lithia Motors: A Stellar Performer But It Ain’t Over Yet Baby

2021-02-16

Research Articles

Introduction – Lithia Motors This is a subscriber request follow-up on a video I produced in October 2019 on Lithia Motors Inc. (LAD) Titled: “Hot Stock On Earnings Beat – Lithia Motors Inc $LAD.” The stock was very inexpensive at that time trading at a blended P/E ratio of only 11.83 on a company with […]

Bristol Myers Squibb (BMY): Unloved & Underappreciated

2021-02-10

Research Articles

Introduction Bristol-Myers Squibb is a leading pharmaceutical company with a strong pipeline. However, the stock is been stagnant in 2020 and therefore remains significantly undervalued here at the beginning of 2021. With this video I attempt to illustrate reasons why the market has been neglecting this blue-chip and then elaborate on whether it is justified […]

Dropbox: Growth At A Reasonable Price or Value Trap

2021-01-21

Research Articles

Introduction In the comment section of my last video a subscriber asked me if I had any opinion on Dropbox (DBX), a young fast-growing tech stock.  Although this is a company that I have not researched for investment purposes, it is a company whose product I use in my own business and to a lesser […]

Walt Disney Company: A Lesson on Overvaluation

2020-12-16

Research Articles

Introduction Walt Disney Company Please accept this special edition offering on Walt Disney Company (DIS) as a lesson on valuation.  Over the many years I have been a value investor, I have learned that even the best companies can become dangerously overvalued by the market.  Sometimes they can remain that way for extended periods of […]

Tesla Stock: Great Cars, Perhaps Great Company But Scary Stock

2020-12-11

Research Articles

Introduction Tesla Stock Tesla (TSLA) makes great automobiles, and although that is not all that they do, the Tesla automobile generates most of their revenues. That may not always be the case, but it is today. According to Zacks Investment Research, Tesla’s automotive segment generated 93.7% of 2019 revenues. Moreover, Tesla stock commands approximately 60% […]

Update on the Integrated Oil & Gas Industry

2020-10-02

Research Articles

Introduction Oil & Gas In January of this year, before Covid, I covered the three primary oil & gas integrated companies in North America. There was some very interesting dynamics.  When you are looking at stocks in the stock market and looking at one sector, you have a tendency to see all companies in that […]

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